Admin-level users create and manage everyone's tasks from the Manage Tasks page. Here's more info on our roles & permissions.
Creating a task
To create a new task hit the 'Create Task' button in the top right-hand corner of the Manage Tasks page. For more information on how the Task Editor works when creating tasks click here.
How do I search for a task?
Head to the Manage Tasks page
In the top right-hand corner, there’s a search bar
Type in the title of the task
The list of tasks will reduce as you type, with just the tasks matching your query remaining. This is a great tool if you have a rough idea of what the task is called.
Manage Tasks by using the Tags, Sites or Areas Filter
The toolbar on the left-hand side of the Manage Tasks page allows admins to filter by site, area & tag.
Filtering by tags can narrow the tasks down by type (e.g. kitchen) whereas filtering by Site and Area is useful for locating site-specific tasks.
This is a great tool for checking which tasks sites have been assigned or checking which tags have been assigned to tasks.
💡 Note: Tagging is available on the Team and Standard Plans only - click here for more on Plans and Features.
Filter by Creator
💡 Note: Filter by Creator is only available on The Standard Plan, you can upgrade from your Billing Panel at any time.
To help admins manage a growing task list, we've added the Filter by Creator option to the Manage Tasks page. This can help admins view tasks at a glance in three ways:
Me - any tasks which you have created will appear once this filter is selected
Admins - Tasks created by other admins in your organisation will appear
Other roles - Tasks created by Custom Roles with permission to create tasks
How many tasks do I have?
The total number of tasks on an organisation can be found in the top left-hand corner of the manage tasks page.
Previewing tasks
To see a task preview or edit a task, select the title of the task. The preview & 'Edit' button will appear. To preview how all tasks will look for completion hit 'Preview all'.
Tasks also have some information available at a glance including:
How many sites tasks have been assigned to
When they are scheduled
If they are published or a draft
Which tags have been assigned
If there are any permission restrictions
How do I bulk-assign tasks?
Head to the Manage Tasks page
Select the checkbox next to each task that needs to be assigned to a site - a toolbar will appear at the top of the page
Select 'Assign'
A list of sites will be given to assign the task to
Here's a video that will help run you through bulk-assigning tasks:
How do I unassign tasks in bulk?
Head to the Manage Tasks page
Select the checkbox next to each task which needs to be unassigned from a site - a toolbar will appear at the top of the page
Click 'More' followed by 'unassign' - this will then give a list of sites to remove the task from
How do I delete a task?
To delete a task it will first have to be archived:
Head to your Manage Tasks page and click the check box beside the unwanted task(s)
Hit 'Archive' from the toolbar at the top of the page
Once they are archived, reselect the unwanted task(s)
Then click the 'Delete' button at the top of the page
Use with caution - deleting tasks will mean they're removed from all sites and your Manage Tasks page forever. This will also remove all completed task data & previous records for this task - once this is deleted this is unrecoverable.
